Accept appointments for yourself

When accepting appointments for yourself, people come to your Booking page and book appointments with you automatically or with your approval

Take the following steps to customize your Booking page for personal appointment scheduling. When your Booking page is associated with Event types (recommended) then the following sections are located on the Event type, and should be edited first: Scheduling optionsTime slot settingsBooking formCustomer notifications and Cancel/reschedule. When your Booking Page is not associated with Event types, simply follow these steps as listed below. Remember to click the SAVE button after each step:

  1. Under Setup, select the relevant Booking page -> Scheduling options, and select your preferred mode between Automatic booking or Booking with approval.

  2. Under Time slot settings, select the duration, Time slot display, Workload rules, Timeframe rules, and other settings related to time slots.

  3. Under Recurring availability and Date specific availability, adjust your availability using Weekly recurring only, Date-specific only, or Weekly recurring plus Date-specific exceptions.

  4. Under Associated calendars, assign a calendar and adjust your settings. Make sure that bookings are created in the calendar that you want, and that busy time is also retrieved from the correct calendar(s).

  5. Under Location settings, set the appropriate location for your booking, as well as the contact information either you or your Customer must provide.

  6. Under Booking form, select the Booking form that will be used to gather valuable information when your Customers are booking online.

  7. Under Customer notifications, decide which notifications your Customers will receive and by which delivery method (email or SMS).

  8. Under User notifications, decide which notifications you and your stakeholders will receive and by which delivery method (email or SMS).

  9. Under Public content, update your personal information.

  10. Review the rest of the Booking page settings for final adjustments. Learn more about Booking pages

Run through a quick test meeting by clicking on your Public link in the Booking page Overview to make sure that everything is exactly as you want it.

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